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Mutually Speaking

Get Your Files in Order

In an emergency, would your family know where to find your important documents? It’s a good idea to keep original documents together in a single, safe storage location outside of your home. You should also keep a digital or hard copy folder of photocopies in a more accessible location.

You should let your spouse or beneficiary know where these important documents are kept and provide them with any access information, passwords, PINs or codes necessary. Make a copy of keys to any storage unit or locked files and label them clearly. Review your documents regularly to make sure they are up to date. Shred out-of-date documents to cut down on clutter and confusion.